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Highlights from the 2019 Survey on Values-Aligned Investing
This year, FOX included a values-aligned investing chapter in our Global Investment Survey for the first time. We gathered deep, meaningful data on responding families and look forward to sharing it
2019 FOX Global Investment Survey Highlights
One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the Investor Market, joined us to
Late Cycle Private Equity Investing: Lessons from the Past and How to Manage Through
This session focused on family office investors invested in private equity (PE) funds and/or direct investments and discussed where we are in the PE cycle. Beginning with a review of current data and
FOX Public Webinar: Forging a Direct Investment Path
During this webinar, Kristi Kuechler discussed how family offices are forging ahead despite volatility and uncertainty in the markets– increasing their appetite for direct investments in real estate
QOZ Funds: An Alternative for Section 1031 Investors
Cresset
For the investors who like the tax benefits of Section 1031 (aka “Like-Kind”) Exchanges, they should consider a new option for sheltering real estate capital gains:
2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts
2019 FOX Foresight – Forging a Direct Investment Path
Family Office Exchange
Family offices are forging ahead despite volatility and uncertainty in the markets—increasing their appetite for direct investments in real estate and operating businesses—as they
2019 Economic Outlook
With 2018 coming to a close, investors are setting their sights on the year ahead. Will the record long bull market in the U.S. weather the storm of recent volatility? How will government actions
FOX Hot Topic Webinar: Opportunity Zones
Opportunity Zones are an economic development tool designed to stimulate economic development and job creation in distressed neighborhoods and communities that are starved for growth. The 2017 Tax
ESG, SRI, and Impact Investing: A Primer for Decision-Making
Vanguard
Interest in various forms of impact investing has been growing, but the array of terms—ESG, SRI, Green Bonds, and Engagement—in this area has contributed to investor confusion. The